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Akamai Technologies (AKAM) guidance and outlook
Akamai Technologies (AKAM) gave its guidance on Nov 5, 2026: Revenue +17% to +22% for FY2027; Revenue $7.0B for FY2028; Revenue +17% to +22% for FY2027. Akamai Technologies' 10-Q filed Nov 6, 2026 makes 39 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2027 | $1.1B–$1.3B | new |
| Revenue | FY2027 | +17% to +22% | new |
| Revenue | FY2028 | $7.0B | new |
| Revenue | FY2027 | +17% to +22% | new |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 6, 2026
- • Revenue from our cloud infrastructure services solutions has grown significantly and we expect it to continue to grow significantly, which is attributable to enhanced services on our platform and increased new and existing customer adoption.
- We expect revenue from these commitments to begin to be recognized in the fourth quarter of 2026, accelerate in 2027, with anticipated capacity fully operational by the end of 2028.
- We plan to continue to invest in this area, including expanding our platform and capacity to support AI applications and these commitments.
- We plan to continue to invest in our security portfolio, with a focus on AI applications for our security products, to further advance our product offerings and sales capabilities.
- We expect the moderation of traffic growth trends to continue for the remainder of 2026.
- arrangements, we have experienced, and will continue to experience, a significant increase in our co-location costs, particularly as competition for data center space continues to increase, including from hyperscalers.
- We have entered into, and expect to continue to enter into, longer term leases that include certain financial commitments.
- We will need to continue to effectively manage our co-location costs to maintain or improve current levels of profitability.
- We will need to continue to focus on effectively managing our bandwidth costs to maintain or improve current levels of profitability.
- We will need to continue to effectively manage our network build-out and supporting service costs in an effort to control costs.
- We plan to continue investing in our platform to support our faster growing cloud infrastructure services, including support for new enterprise customers and the large multi-year cloud infrastructure services arrangements we entered into in 2026.
- We are also experiencing a significant increase in server and memory costs due to market dynamics driven by hyperscalers, which will increase our future capital expenditures and resulting depreciation expense.
Akamai Technologies' latest quarter
Akamai Technologies, Q3 2026: revenue $1.1B (+6% year over year), operating margin 9.7%, net earnings $117M, operating cash flow $433M. The chart follows the revenue to costs, profit and cash.
Questions
Did Akamai Technologies raise or lower its guidance?
Akamai Technologies (AKAM) gave its guidance on Nov 5, 2026: Revenue +17% to +22% for FY2027; Revenue $7.0B for FY2028; Revenue +17% to +22% for FY2027.
What does Akamai Technologies expect?
• Revenue from our cloud infrastructure services solutions has grown significantly and we expect it to continue to grow significantly, which is attributable to enhanced services on our platform and increased new and existing customer adoption. We expect revenue from these commitments to begin to be recognized in the fourth quarter of 2026, accelerate in 2027, with anticipated capacity fully operational by the end of 2028. We plan to continue to invest in this area, including expanding our platform and capacity to support AI applications and these commitments.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.